Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.558 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47587.2 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46189.18 Kr¶
PnL: ---------------------------------------> -699.39 Kr¶
DD now: ---------------------------------> -2.144 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 13:53:16.799425'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.640000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HMS Networks | 2 | 0.210000 | 781.600000 | 108.600000 | 16.140000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.640000 | 3537.420000 | 83.420000 | 2.420000 | 3453.999992 |
| HEBA B | 70 | -3.610000 | 2709.000000 | 73.000000 | 2.770000 | 2636.000010 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | 0.000000 | 3420.000000 | 43.000000 | 1.270000 | 3377.000000 |
| AcadeMedia | 12 | 1.280000 | 586.800000 | 29.800000 | 5.350000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.880000 | 384.400000 | 29.400000 | 8.280000 | 355.000000 |
| Resurs Holding | 22 | -1.190000 | 602.800000 | 28.800000 | 5.020000 | 573.999998 |
| Swedbank A | 3 | 0.310000 | 591.150000 | 27.150000 | 4.810000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Intrum | 4 | -0.550000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Securitas B | 6 | -1.780000 | 577.560000 | 7.560000 | 1.330000 | 570.000000 |
| Corem Property Group B | 59 | -4.760000 | 584.400000 | 7.400000 | 1.280000 | 576.999999 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Creaspac SPAC | 6 | -0.410000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.830000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 561.750000 | -0.250000 | -0.040000 | 562.000005 |
| Coor Service Management Hold. | 8 | -1.700000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| Handelsbanken A | 5 | 0.650000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Midsona B | 63 | 0.670000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Boozt | 12 | -1.940000 | 1638.000000 | -16.000000 | -0.970000 | 1653.999996 |
| Fasadgruppen Group | 35 | 2.850000 | 3794.000000 | -17.000000 | -0.450000 | 3810.999990 |
| CTEK | 13 | -0.740000 | 505.830000 | -28.170000 | -5.280000 | 533.999999 |
| Essity B | 2 | 1.800000 | 544.000000 | -30.000000 | -5.230000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.090000 | 562.000000 | -32.570000 | -5.480000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.930000 | 3815.000000 | -35.000000 | -0.910000 | 3850.000000 |
| Essity A | 4 | 1.860000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Vivesto | 1368 | -1.480000 | 545.830000 | -67.170000 | -10.960000 | 612.999432 |
| Beijer Electronics Group | 26 | 3.740000 | 2886.000000 | -85.000000 | -2.860000 | 2971.000006 |
| OX2 | 18 | 1.370000 | 1465.200000 | -198.800000 | -11.950000 | 1663.999992 |
| Axfood | 13 | 1.720000 | 3526.900000 | -229.100000 | -6.100000 | 3756.000001 |
| Ovzon | 52 | -2.240000 | 2719.600000 | -642.400000 | -19.110000 | 3361.999992 |
| TOTAL | 46189.180000 | -699.390000 | -2.14413% | 46888.564618 |
Updated:¶
'2023-01-30 13:53:30.040522'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
